Implementation Specialist

• Leading the successful delivery of loan implementations for financial institution clients transitioning to CSI’s NuPoint platform
• Ensuring implementations are executed from initiation through go-live while maintaining a strong focus on customer experience, data accuracy, and project outcomes
• Serving as a client-facing leader
• Working closely with internal teams and bank stakeholders to guide them through the implementation lifecycle
• Developing strong relationships early in the implementation lifecycle
• Gathering and reviewing loan documentation, workflows, and requirements
• Identifying data mapping needs and integration points into NuPoint
• Aligning on timelines, milestones, and deliverables with internal teams and clients
• Leading client engagement through regular touchpoints and status updates
• Validating loan data and system configurations to ensure accuracy and readiness
• Tracking progress against timelines, scope, and implementation milestones
• Supporting successful go-live activities and gathering client feedback

Loan Implementation Specialist

Product Manager

• Define Product Strategy & Vision
• Develop and own the long-term strategy for CSI’s money movement portfolio across ACH, Wire, RTP, FedNow, P2P, and international payments
• Align product direction with company growth goals, market trends, and evolving regulatory requirements
• Identify opportunities to enhance capabilities, enter new segments, and differentiate CSI’s offerings
• Evaluate whether to build internally or partner with third-party providers using structured RFP/RFI processes
• Conduct vendor due diligence, including pricing, performance, and long-term viability
• Own pricing frameworks across payment rails, including volume-based and customer-segment models
• Validate long-term scalability and extensibility of architecture in partnership with Engineering
• Define performance benchmarks for scalability, reliability, security, and compliance
• Present strategic recommendations and roadmap updates to executive leadership

Senior Director, Product Management – Money Movement

Analyst

• Conducts PCI DSS compliance assessments to identify gaps and risks supporting ongoing security and compliance
• Develops, implements, and maintains PCI-related security policies, standards, and procedures to ensure consistent protection of cardholder data
• Monitors and validates compliance with PCI DSS requirements across systems and processes to maintain regulatory adherence
• Executes comprehensive validation of PCI DSS scope across enterprise environments
• Collaborates with cross-functional teams to assess segmentation controls, cardholder data locations, and business processes to confirm scope boundaries align with PCI DSS requirements
• Documents scope rationale and provides evidence-based recommendations to reduce scope while maintaining compliance integrity
• Develops PCI related deliverables assigned to the Enterprise Information Security Services department
• Serves as an internal resource for all business units for PCI DSS compliance consultations

Senior PCI Analyst

• Accountable for the strategy, execution, and market competitiveness of CSI’s digital banking product portfolio
• Sets the product vision across the Digital Banking platform
• Partners closely with Engineering, Sales, Marketing, and executive leadership
• Ensures the product portfolio is competitively positioned
• Represents CSI as an executive thought leader at industry events
• Oversees the full product lifecycle, including sunset planning for legacy platforms
• Champions a culture of continuous improvement and innovation
• Leads, develops, and scales a high-performing product organization
• Provides executive stakeholders with portfolio-level reporting on roadmap progress

Vice President – Product Management

• Execute implementation projects including new conversions, cross-selling opportunities, and system enhancements
• Configure item processing solutions, including POD+, Web RDC, and Smart Branch
• Serve as a primary point of contact for clients throughout the implementation process
• Ensure alignment between customer expectations and system functionality
• Support go-live activities to ensure a smooth transition for customers
• Monitor project progress and communicate updates with internal stakeholders

Implementation Specialist – Item Processing

Product Operations

• Define, institutionalize, and scale a unified Product Management methodology across CSI’s vertical product lines
• Drive cross-product alignment, governance, KPI standardization, sales integration, audit readiness, internal workflow automation, and AI-driven acceleration
• Design and implement a standardized Product Management framework across the lifecycle (discovery → prioritization → delivery → lifecycle management)
• Establish enterprise-wide product governance, including intake, stage gates, business case validation, roadmap alignment, and change management controls
• Embed product lifecycle standards across Core Banking, Payments, Financial Crimes, and Open Banking
• Define clear ownership models and decision rights across Product, Engineering, Operations, and Compliance
• Institutionalize backlog hygiene, roadmap transparency, and quarterly prioritization cadences
• Standardize product documentation artifacts (PRDs, BRDs, API specifications, risk assessments, etc.)
• Ensure consistent adoption of the product methodology across different product lines
• Drive cross-product dependency management and integration strategies
• Define and implement standardized KPIs across product lines

Senior Director, Horizontal Product Operations

Account Executive

• Generates new business by achieving or exceeding annual quota.
• Manages and generates strong pipeline through prospecting and collaboration with Sales and/or Marketing.
• Attends trade shows and/or works with Inside Sales and Marketing to identify new leads/opportunities.
• Leverages up-to-date industry knowledge, trends, compliance, and relevant marketing content to increase the effectiveness of CSI’s value presentation to increase close ratios.
• Stays abreast of industry trends for prospect engagement purposes.
• Collaborates with various groups such as Marketing to increase the CSI brand awareness within assigned territory, Sales or current client base for revenue exploration and opportunities.

Sales Executive – Managed Services

• Prospect and generate new sales leads within the assigned territory
• Evaluate potential business opportunities and develop targeted sales strategies
• Achieve or exceed individual sales targets
• Represent the company at industry events and client meetings as needed
• Maintain accurate pipeline and sales activity records using Microsoft Dynamics CRM
• Develop and execute a territory-specific business plan with clear goals and account strategies
• Prepare detailed pricing, proposals, and other sales documentation
• Lead cross-functional collaboration to support strategic sales initiatives
• Continuously manage and report on sales pipeline activity and opportunity status

Sales Executive, Financial Crimes

Technical Product Manager

• Partner with the Product Manager and stakeholders to define and maintain business requirements, use cases, and acceptance criteria
• Develop a working understanding of the data platform architecture, ingestion patterns, data models, and governance frameworks, sufficient to scope work accurately and ask the right questions
• Translate product and business requirements into well-scoped Epics and User Stories; maintain a healthy, prioritized product backlog
• Lead sprint planning and refinement sessions; work with engineers, analysts, and QA to scope work and estimate effort
• Collaborate with technical leads to ensure solutions meet platform standards, data quality requirements, and governance policies
• Write SQL queries and data transformation scripts to validate data, explore datasets, and support acceptance testing
• Create clear acceptance criteria for QA to use in functional and data validation testing
• Help define and maintain data quality standards, governance policies, and data taxonomy for the centralized data platform; monitor data quality across ingestion and modeling pipelines and work with engineering and analytics teams to remediate issues and uphold those standards
• Work with Design on user flows for internal and client-facing product surfaces
• Produce business and technical documentation for stakeholders across product, engineering, and go-to-market functions
• Stay informed on trends in data platform architecture, data-as-a-product, and the modern data stack; bring relevant market context into planning and roadmap conversations
• Ensure solutions meet both business needs and technical requirements throughout the SDLC
• Use innovative approaches and AI tools to drive productivity and efficiency at a personal and team level

Technical Product Owner II

• Serve as the execution link between product strategy and data engineering delivery
• Translate requirements into well-defined user stories
• Guide the team through each sprint from refinement to release
• Develop a working understanding of the data platform architecture and governance frameworks
• Translate product and business requirements into well-scoped Epics and User Stories
• Lead sprint planning and refinement sessions
• Collaborate with technical leads to ensure solutions meet platform standards
• Write SQL queries and data transformation scripts to validate data
• Create clear acceptance criteria for QA
• Define and maintain data quality standards and governance policies
• Monitor data quality across ingestion and modeling pipelines
• Work with Design on user flows for products
• Produce business and technical documentation for stakeholders

Business Development Rep

• Mapping contacts from target accounts using tools like LinkedIn Sales Navigator, 6sense, and Microsoft Dynamics
• Targeting key roles within our prospects and initiating contact via phone, email, and LinkedIn outreach to assigned contacts
• Following up on content downloads, effectively position DES solutions with goal of scheduling effective introduction to territory managers
• Logging all interactions in our CRM, Dynamics, and providing feedback to manager and sales team
• Schedule in person meetings for territory managers in support of trade shows, industry events, and conferences

Business Development Representative

Sales

• Own and consistently exceed annual sales targets across by building and closing a strong pipeline of net-new multi-stakeholder banking prospects.
• Develop and execute an integrated territory and account plan to achieve targets and expand the customer base, including proactive prospecting to build near- and long-term pipeline.
• Build, deepen, and sustain executive-level relationships with key stakeholders to support long-term customer success and retention.
• Partner with customers to understand their needs and shape effective go-to-market strategies.
• Communicate CSI’s value proposition through clear, executive-ready proposals and presentations.
• Provide accurately, timely forecasting and performance reporting.
• Collaborate effectively across Product, Marketing, Legal, and Implementations to advance deals and support sales success.
• Maintain accountability for understanding and communicating fintech and banking industry trends to strengthen competitive positioning and win in the open market.

Vice President, Sales

• Serve as the primary point of contact for customers during implementation
• Introduce CSI digital banking solutions and define implementation requirements
• Conduct data gathering meetings to clarify data movement and application setup
• Configure applications and lead test review meetings with customer banks
• Provide post-implementation support and ensure successful go live
• Stay current on product updates and enhancements

Loan Implementation Specialist

Senior Director, Product Management – Money Movement

Senior PCI Analyst

Vice President – Product Management

Implementation Specialist – Item Processing

Senior Director, Horizontal Product Operations

Sales Executive – Managed Services

Sales Executive, Financial Crimes

Technical Product Owner II

Technical Product Owner II

Business Development Representative

Vice President, Sales

Digital Banking Implementation Specialist